William Brosnan (CRD# 6351109) is an Investment Advisor Representative working at Mio Partners, Inc. in New York, NY and has 1 year of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mio Partners | New York, NY | Jun 2022 - Current | 1 |
Goelet LLC | New York, NY | Nov 2017 - May 2022 | 4 |
Kpmg | New York, NY | Aug 2016 - Nov 2017 | 1 |
Stonehill College | North Easton, MA | Aug 2012 - Jul 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NY
-
Total Assets Under Management47,797MILLIONS
-
Total Number of Accounts59ACCOUNTS
-
Average Account Value$810,123,415
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA
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